+54.6%
XLE vs DAL
+95.1%
-40.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.0% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +11.8% | -13.9% | +25.7% | +13.0% |
| 3M | +9.8% | +1.1% | +8.7% | +9.2% |
| 6M | +15.6% | +26.2% | -10.7% | +11.4% |
| YTD | +45.3% | +16.4% | +28.8% | +41.2% |
| 1Y | +48.3% | +33.9% | +14.5% | +40.5% |
| All | +54.6% | +95.1% | -40.5% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling